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Name Holding Trade Value Shares
Change
Change in
Stake
OC
151
Oppenheimer & Co
New York
$858K +$59.2K +338 +8%
TF
152
TLWM Financial
Texas
$831K -$4.2K -24 -0.5%
TC
153
TownSquare Capital
Utah
$819K +$160K +912 +28%
Bank of Montreal
154
Bank of Montreal
Ontario, Canada
$781K -$1.19M -6,783 -63%
Creative Planning
155
Creative Planning
Kansas
$761K -$49.8K -284 -7%
Mirae Asset Global Investments
156
Mirae Asset Global Investments
South Korea
$759K +$703K +4,013 New
FC
157
FCA Corp
Texas
$757K
Janney Montgomery Scott
158
Janney Montgomery Scott
Pennsylvania
$705K -$114K -650 -15%
SS
159
Simplicity Solutions
Minnesota
$702K +$650K +3,711 New
VAS
160
Vestmark Advisory Solutions
Massachusetts
$696K -$1.93K -11 -0.3%
AIIMS
161
Analyst IMS Investment Management Services
Israel
$681K
VFA
162
Voya Financial Advisors
Connecticut
$676K +$16.5K +94 +3%
LNWWM
163
Laird Norton Wetherby Wealth Management
California
$659K +$46.1K +263 +8%
GIA
164
GHP Investment Advisors
Colorado
$640K
VF
165
Virtu Financial
New York
$608K +$563K +3,212 New
JP Morgan Chase
166
JP Morgan Chase
New York
$591K -$94.9K -542 -15%
Vanguard Personalized Indexing Management
167
Vanguard Personalized Indexing Management
California
$589K -$9.81K -56 -2%
MYIA
168
Mount Yale Investment Advisors
Colorado
$567K -$38.2K -218 -7%
FIM
169
Freedom Investment Management
Connecticut
$540K -$172K -983 -26%
AWM
170
Altium Wealth Management
New York
$539K +$131K +746 +35%
BCM
171
BTC Capital Management
Iowa
$492K +$455K +2,600 New
AAM
172
Advisors Asset Management
Colorado
$488K +$18.9K +108 +4%
SBH
173
Segall Bryant & Hamill
Illinois
$480K
Susquehanna International Group
174
Susquehanna International Group
Pennsylvania
$477K -$7.5M -42,840 -94%
FBFS
175
First Business Financial Services
Wisconsin
$470K -$95.1K -543 -18%